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Reports

719 bytes added, 19:13, 2 July 2019
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:: [[File:Report builder neo search field box.png|200px|border]] 
===Report Builder Neo Help Panel===
See the [[Classic Report Builder Help Panel]]. 
===How to Create a Report Builder Neo Help Panel======Creating an Example Report with Report with Report Builder Neo===
The following sequence of steps will bring you through an example exercise of creating a report with '''Report Builder Neo.'''
:: {{Icon Menu}} 
2.. Under the heading '''Tools, '''select '''Reports.'''
 
:: [[File:Report.png|500px|border]]
3. Click on the '''+ icon '''on the top left to create a '''New Report. '''
4. Fill in the fields for the new report and ensure that the '''Builder Type '''field is selected on '''Neo. '''
 
:: [[File:New report pag..png|500px|border]] 
5. Click '''Save.'''
6. The page will reload with new tabs. Click the '''four-square icon '''on the top left to launch the '''Report Builder Neo.''' :: [[File:Report builder icon.png|100px|border]] 7. Press the '''+ icon '''on the top left of the page to add a '''New Dataset '''to your Report Builder.  :: [[File:Neo add dataset.png|100px|border]]  8. Select a '''dataset '''(either from a specific {{UTA}} within your [[instance]], or general system information such as [[User|user]] data) to act as your '''primary dataset. '''Click '''Save.''' 9. Click the '''+ ''''''icon '''to create another new dataset. 
710. Select the dataset that you want to relate to your primary dataset
=Configuration - Advanced=
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